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EV sales

2025 In One Word: Dowzh

By Energy Rant No Comments
These are quite the times in which we live, energy and otherwise. It makes predictions tricky, especially when business titans Vivek Ramaswami and Elon Musk hone their meat axes for the federal government. The administrative branch doesn’t pass budgets and write tax law, but… there is a lot it can do, and I suspect it will chop and cleave while stretching up against legal precedents. Impoundment Will See Court Testing For instance, the word impoundment and its connected legal implications will become familiar as cable news networks invite guest attorneys to haggle over impoundment’s Constitutionality. Impoundment refers to the administrative…
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Seven Chicken Bones Scorecard

By Energy Rant No Comments
Here is my annual scorecard against energy predictions I made 51 weeks ago in Seven Chicken Bones for 2024. Chicken Bone One There would be at least five clean energy curtailments of at least $100 million apiece in 2024. On December 2, 2024, The Wall Street Journal reported that General Motors is backing out of a nearly completed battery plant in Lansing, MI, and offloading its stake to Korea's LG Energy Solution. The facility covers 30 football fields worth $2.6 billion, or $1,500 per square foot. On April 22, 2024, Utility Dive reported the New York State Energy Research and…
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Twelve Pack Lookback

By Energy Rant No Comments
This post features my predictions from a year ago and what has happened since. Forecast #1: “The Ukraine war will not end peacefully with a desirable outcome as long as the bipartisan U.S. Congress keeps laundering money through the military-industrial complex (and others) in this proxy war with Russia.” The Wall Street Journal, December 15, 2023: “Nearly two years into the war, Putin’s gamble that Russia can outlast Kyiv’s Western backers appears to be paying off.” That was after Ukrainian President Zelensky visited Washington in December to urge Congress to send more weapons, to no avail. The average Ukrainian soldier…
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A Twelve-Pack for 2023

By Energy Rant No Comments
A Twelve-Pack for 2023 Last year Las Vegas booked my predictions at 1:1.5 odds. This year I’m being more aggressive and expect something closer to a 3:1 weighted average. Below, I include my estimates for each forecast. Ukraine War I’ll get the tough stuff out of the way first. The Ukraine war will not end peacefully with a desirable outcome as long as the bipartisan U.S. congress keeps laundering money through the military-industrial complex (and others) in this proxy war with Russia. (Odds: 1:2) There is no exit strategy. Thirty billion here. Forty billion there. When that runs out, we’ll…
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electric vehicle (EV)

Electric Vehicle (EV) Sales Swoon – Easy Remedies

By Energy Rant No Comments
The electric car (or vehicle / EV) may be the most captivating technology of my career. I panned EVs ten years ago with a Frivolous Novelty. I implore you to go back and read that. Almost nothing has changed in ten years! The iPhone launched 13 years ago. Everyone has an iPhone or an iPhone wannabe. By contrast, the EV has gone from zero to 0.02 in the same period. This week I will cover market challenges and pain points. Next week, we will look at some mitigating solutions, some of which are stupendously simple. The Wall Street Journal reports…
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